Top Investor Superstars: US institutional investor portfolios

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Stock ownership of top institutional investors like PrimeCap management, Oakmark, Wasatch and more. Find out which companies the biggest individual investors are investing in, and their best stocks.

Note : This data is based on shareholding data filed with the Exchanges.

"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

INSTITUTIONAL INVESTORS WITH HIGHEST MONTHLY NET WORTH CHANGE(%)

INSTITUTIONAL INVESTORS: STOCKS WITH HIGHEST MONTHLY CHANGE(%)

INSTITUTIONAL INVESTORS: PREFERRED SECTORS

Superstar	Portfolio Value * (change)	#Of Stocks	Sector Preference	Quarterly Net Worth	Top Holdings	Recently bought	Recently sold
PRIMECAP Management	124,723.19 M -5.07%	337	Pharmaceuticals & Biotechnology (25.09%) Software & Services (18.44%) Hardware Technology & Equipment (15.95%)		Lilly(Eli) & Co (12,272.74 M ) Alphabet Inc - Ordi… (4,486.72 M ) AMGEN Inc. (3,718.35 M )	-	-
Yacktman Asset Management	8,412.73 M -4.14%	71	Banking and Finance (17.56%) Oil & Gas (16.8%) Software & Services (16.02%)		Canadian Natural Re… (786.41 M ) Microsoft Corporati… (472.75 M ) Fox Corporation - O… (449.15 M )	-	-
Causeway International Value	4,260.6 M -3.62%	94	Transportation (27.0%) Software & Services (23.71%) Banking and Finance (13.27%)		Canadian Pacific Ra… (1,134.86 M ) Check Point Softwar… (420.09 M ) Barrick Gold Corp. (228.8 M )	-	-
ValueAct Capital	3,933.48 M -2.95%	12	Software & Services (62.49%) Media (26.23%) Diversified Consumer Services (8.0%)		Salesforce Inc (739.12 M ) Roblox Corporation … (580.38 M ) Walt Disney Co (The) (557.39 M )	-	-
Tweedy Browne International Value	1,472.58 M -4.38%	45	Banking and Finance (30.44%) Pharmaceuticals & Biotechnology (20.08%) Automobiles & Auto Components (14.64%)		Berkshire Hathaway … (276.07 M ) CNH Industrial NV (168.89 M ) Johnson & Johnson (163.94 M )	-	-
Donald Smith & Co	3,712.82 M -5.51%	56	Banking and Finance (42.28%) Metals & Mining (24.13%) Diversified Consumer Services (8.26%)		Aercap Holdings N.V. (317.46 M ) Eldorado Gold Corp. (234.03 M ) Iamgold Corp. (225.51 M )	-	-
EDGEPOINT CANADIAN PORTFOLIO	12,621.56 M -4.14%	38	General Industrials (15.55%) Retailing (15.24%) Metals & Mining (13.1%)		Norfolk Southern Co… (866.38 M ) Franco-Nevada Corpo… (824.58 M ) Restaurant Brands I… (806.22 M )	-	-
Oakmark Intl Small Cap	58,849.66 M -4.74%	140	Banking and Finance (31.6%) Automobiles & Auto Components (10.53%) Software & Services (9.27%)		Alphabet Inc - Ordi… (2,837.01 M ) Deere & Co. (2,232.99 M ) Charles Schwab Corp. (2,130.97 M )	-	-
Value Partners Group	408.74 M -1.74%	81	Software & Services (34.35%) Banking and Finance (21.26%) Transportation (9.44%)		Activision Blizzard… (71.48 M ) CVS Health Corp (15.67 M ) Toronto Dominion Ba… (13.81 M )	-	-
Private Capital	771.53 M -4.72%	118	Banking and Finance (22.98%) Software & Services (12.95%) Media (10.21%)		QuinStreet Inc (61.79 M ) Lantheus Holdings I… (51.03 M ) Barrett Business Se… (45.96 M )	Accenture plc - Ord… 0.00132% Visa Inc - Ordinary… 0.00065% Lockheed Martin Cor… 0.00043%	-
Keeley-Teton Advisors, LLC	669.93 M -5.17%	345	Banking and Finance (26.79%) General Industrials (10.02%) Realty (7.48%)		Ensign Group Inc (9.78 M ) TechnipFMC plc (9.47 M ) Perrigo Company plc (9.17 M )	-	-
Third Avenue Management	456.75 M -6.74%	57	Banking and Finance (37.93%) Realty (27.26%) Diversified Consumer Services (7.8%)		PCB Bancorp. (38.2 M ) Warrior Met Coal Inc (27.83 M ) Tidewater Inc. - Or… (20.79 M )	-	-
Wasatch International Growth	17,615.56 M -3.03%	236	Software & Services (21.13%) Banking and Finance (16.21%) Diversified Consumer Services (9.37%)		Healthequity Inc (617.63 M ) RBC Bearings Inc. (506.14 M ) Shift4 Payments Inc… (453.84 M )	-	-
Fairholme Focused Income Fund	1,139.92 M -7.39%	10	Realty (78.03%) Oil & Gas (15.77%) Banking and Finance (6.15%)		St. Joe Co. (870.26 M ) Enterprise Products… (161.45 M ) Berkshire Hathaway … (26.31 M )	-	-
Yale University	0.03 M -25.0%	1	Banking and Finance (100.0%)		Allurion Technologi… (0.03 M )	-	-
Bruce Kovner	2,741.86 M -1.12%	474	Software & Services (34.88%) Automobiles & Auto Components (21.29%) Hardware Technology & Equipment (7.4%)		Tesla Inc (531.62 M ) Amazon.com Inc. (448.34 M ) Advanced Micro Devi… (102.74 M )	-	-
Chou RRSP Fund	139.14 M -3.5%	29	Banking and Finance (74.05%) Software & Services (9.92%) Telecommunications Equipment (6.41%)		Berkshire Hathaway … (67.42 M ) Alphabet Inc - Ordi… (13.13 M ) Synchrony Financial (9.95 M )	-	-

* The portfolio values on this page are updated once a day. Click on the superstar name to check their latest net worth.